UGI CORP /PA/ (UGI) — Institutional Holders, Q2 2026 (page 5)
643 institutional investment managers reported a UGI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UGI 13F holders ranked 401–500 of 643
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Belpointe Asset Management#401 · 7,494 sh | 7,494 | $258.8K | <0.01% | -0.6% |
| 402 | HBK Sorce Advisory#402 · 7,160 sh | 7,160 | $254.5K | <0.01% | +0.5% |
| 403 | Krilogy Financial#403 · 7,334 sh | 7,334 | $253.3K | — | New |
| 404 | Crestwood Advisors Group#404 · 7,307 sh | 7,307 | $252.4K | <0.01% | New |
| 405 | SIGNATUREFD#405 · 7,294 sh | 7,294 | $251.9K | — | +6.3% |
| 406 | Centiva Capital#406 · 7,268 sh | 7,268 | $251.0K | <0.01% | -61.9% |
| 407 | SHELTON CAPITAL MANAGEMENT#407 · 7,208 sh | 7,208 | $249.0K | <0.01% | 0.0% |
| 408 | EVERGREEN CAPITAL MANAGEMENT#408 · 7,138 sh | 7,138 | $248.1K | — | -4.0% |
| 409 | iSAM Funds (UK) Ltd#409 · 7,100 sh | 7,100 | $245.2K | 0.17% | New |
| 410 | Bull Harbor Capital#410 · 7,023 sh | 7,023 | $242.6K | 0.05% | New |
| 411 | CITIZENS FINANCIAL GROUP#411 · 6,939 sh | 6,939 | $241.8K | — | New |
| 412 | Red Door Wealth Management#412 · 6,966 sh | 6,966 | $240.6K | 0.02% | 0.0% |
| 413 | Haverford#413 · 6,950 sh | 6,950 | $240.1K | <0.01% | -0.9% |
| 414 | Prosperity Consulting Group#414 · 6,944 sh | 6,944 | $239.8K | <0.01% | New |
| 415 | NorthCrest Asset Manangement#415 · 6,642 sh | 6,642 | $239.6K | — | New |
| 416 | CFO4Life Group#416 · 6,861 sh | 6,861 | $237.0K | 0.03% | -2.6% |
| 417 | BLAIR WILLIAM#417 · 6,753 sh | 6,753 | $233.3K | <0.01% | New |
| 418 | RMB Capital Management#418 · 6,693 sh | 6,693 | $233.2K | <0.01% | New |
| 419 | Partnership Wealth Management#419 · 6,750 sh | 6,750 | $233.1K | — | 0.0% |
| 420 | Concurrent Investment Advisors#420 · 6,731 sh | 6,731 | $232.5K | — | New |
| 421 | Accurate Wealth Management#421 · 6,481 sh | 6,481 | $232.3K | — | -6.7% |
| 422 | STRS OHIO#422 · 6,719 sh | 6,719 | $232.1K | <0.01% | +30.6% |
| 423 | Beirne Wealth Consulting Services#423 · 6,624 sh | 6,624 | $231.3K | — | -5.7% |
| 424 | EntryPoint Capital#424 · 6,677 sh | 6,677 | $230.6K | 0.06% | 0.0% |
| 425 | Smartleaf Asset Management#425 · 6,560 sh | 6,560 | $228.9K | <0.01% | 0.0% |
| 426 | JEPPSON WEALTH MANAGEMENT#426 · 6,610 sh | 6,610 | $228.3K | — | 0.0% |
| 427 | Linden Thomas Advisory Services#427 · 6,569 sh | 6,569 | $226.9K | — | +2.3% |
| 428 | UMB Bank, n.a.#428 · 6,567 sh | 6,567 | $226.8K | <0.01% | +3.3% |
| 429 | DAVENPORT#429 · 6,517 sh | 6,517 | $225.1K | — | 0.0% |
| 430 | CIBC Asset Management#430 · 6,477 sh | 6,477 | $223.7K | <0.01% | 0.0% |
| 431 | BFSG#431 · 6,467 sh | 6,467 | $223.4K | 0.02% | +7.1% |
| 432 | Sterling Capital Management#432 · 6,464 sh | 6,464 | $223.3K | — | -10.4% |
| 433 | PFG Investments#433 · 6,454 sh | 6,454 | $222.9K | <0.01% | +0.1% |
| 434 | Allworth Financial#434 · 6,431 sh | 6,431 | $222.1K | <0.01% | +21.9% |
| 435 | ZACKS INVESTMENT MANAGEMENT#435 · 6,411 sh | 6,411 | $221.5K | <0.01% | -38.3% |
| 436 | North Dakota State Investment Board#436 · 6,395 sh | 6,395 | $220.9K | <0.01% | +1.7% |
| 437 | Savant Capital#437 · 6,210 sh | 6,210 | $220.2K | <0.01% | New |
| 438 | Harvest Fund Management , Ltd#438 · 6,359 sh | 6,359 | $220.0K | <0.01% | -1.3% |
| 439 | Sigma Planning#439 · 6,280 sh | 6,280 | $217.0K | — | -4.1% |
| 440 | INVESTED ADVISORS#440 · 6,218 sh | 6,218 | $214.8K | — | +1.2% |
| 441 | Nykredit A/S#441 · 6,135 sh | 6,135 | $211.9K | <0.01% | — |
| 442 | AlphaCore Capital#442 · 6,085 sh | 6,085 | $211.4K | <0.01% | New |
| 443 | OP Asset Management Ltd#443 · 6,112 sh | 6,112 | $211.1K | <0.01% | +23.3% |
| 444 | Optas#444 · 6,057 sh | 6,057 | $209.2K | 0.03% | New |
| 445 | GREAT VALLEY ADVISOR GROUP#445 · 6,031 sh | 6,031 | $208.3K | <0.01% | +0.3% |
| 446 | Stone House Investment Management#446 · 5,983 sh | 5,983 | $206.7K | — | +7.1% |
| 447 | Avail Investment Partners#447 · 5,950 sh | 5,950 | $205.5K | — | New |
| 448 | JFS WEALTH ADVISORS#448 · 5,944 sh | 5,944 | $205.3K | 0.01% | +0.4% |
| 449 | Quartz Partners#449 · 5,865 sh | 5,865 | $202.6K | 0.07% | New |
| 450 | Guardian Partners#450 · 5,731 sh | 5,731 | $197.9K | — | 0.0% |
| 451 | SSI INVESTMENT MANAGEMENT#451 · 145,000 sh | 145,000 | $194.0K | 0.01% | -44.4% |
| 452 | HANTZ FINANCIAL SERVICES#452 · 5,435 sh | 5,435 | $188.0K | <0.01% | +2.4% |
| 453 | HAZLETT, BURT & WATSON#453 · 5,485 sh | 5,485 | $188.0K | 0.05% | +57.4% |
| 454 | Eurizon Capital SGR S.p.A.#454 · 5,285 sh | 5,285 | $184.6K | <0.01% | 0.0% |
| 455 | New Age Alpha Advisors#455 · 4,953 sh | 4,953 | $171.1K | <0.01% | 0.0% |
| 456 | Parallel Advisors#456 · 4,948 sh | 4,948 | $170.9K | <0.01% | -17.7% |
| 457 | Measured Wealth Private Client Group#457 · 4,813 sh | 4,813 | $166.2K | 0.04% | -80.2% |
| 458 | CERTUITY#458 · 4,562 sh | 4,562 | $157.6K | <0.01% | +5.0% |
| 459 | Essential Partners#459 · 4,076 sh | 4,076 | $140.8K | — | +1098.8% |
| 460 | CULLEN/FROST BANKERS#460 · 3,805 sh | 3,805 | $131.4K | <0.01% | -64.9% |
| 461 | Hartford Financial Management#461 · 3,754 sh | 3,754 | $129.7K | — | 0.0% |
| 462 | ST GERMAIN D J#462 · 3,600 sh | 3,600 | $124.3K | <0.01% | 0.0% |
| 463 | SBI Securities , Ltd.#463 · 3,439 sh | 3,439 | $118.8K | — | +0.1% |
| 464 | Larson Financial Group#464 · 3,263 sh | 3,263 | $112.7K | <0.01% | -10.1% |
| 465 | Ronald Blue#465 · 3,254 sh | 3,254 | $112.4K | — | +12.9% |
| 466 | Private Wealth Asset Management#466 · 3,200 sh | 3,200 | $110.5K | 0.01% | 0.0% |
| 467 | Wilmington Savings Fund Society, FSB#467 · 3,050 sh | 3,050 | $105.3K | — | 0.0% |
| 468 | Security National Bank#468 · 3,018 sh | 3,018 | $104.2K | — | 0.0% |
| 469 | SITTNER & NELSON#469 · 2,991 sh | 2,991 | $103.3K | 0.03% | 0.0% |
| 470 | Quent Capital#470 · 2,597 sh | 2,597 | $89.7K | <0.01% | +8.2% |
| 471 | Bayforest Capital Ltd#471 · 2,461 sh | 2,461 | $85.0K | 0.08% | +405.3% |
| 472 | Vision Retirement#472 · 2,436 sh | 2,436 | $84.1K | 0.02% | +1.0% |
| 473 | Employees Retirement System of Texas#473 · 2,433 sh | 2,433 | $84.0K | <0.01% | +138.8% |
| 474 | BESSEMER GROUP#474 · 2,248 sh | 2,248 | $78.0K | <0.01% | +7.1% |
| 475 | AdvisorNet Financial#475 · 2,204 sh | 2,204 | $76.1K | — | +0.5% |
| 476 | Aquatic Capital Management#476 · 2,175 sh | 2,175 | $75.1K | <0.01% | New |
| 477 | NOMURA ASSET MANAGEMENT LTD#477 · 2,170 sh | 2,170 | $75.0K | <0.01% | -49.9% |
| 478 | Persistent Asset Partners Ltd#478 · 2,065 sh | 2,065 | $71.3K | 0.02% | New |
| 479 | State of Wyoming#479 · 2,058 sh | 2,058 | $71.1K | <0.01% | New |
| 480 | THOMPSON INVESTMENT MANAGEMENT#480 · 2,000 sh | 2,000 | $69.1K | — | New |
| 481 | Capital Advisors, Ltd.#481 · 2,000 sh | 2,000 | $69.0K | <0.01% | +1.6% |
| 482 | Fairman Group#482 · 1,785 sh | 1,785 | $62.3K | — | 0.0% |
| 483 | BEACON INVESTMENT ADVISORY SERVICES#483 · 1,800 sh | 1,800 | $62.2K | — | 0.0% |
| 484 | Atlantic Edge Private Wealth Management#484 · 1,765 sh | 1,765 | $61.0K | — | 0.0% |
| 485 | MassMutual Private Wealth & , FSB#485 · 1,715 sh | 1,715 | $59.2K | — | -8.5% |
| 486 | ATLAS CAPITAL ADVISORS#486 · 1,693 sh | 1,693 | $58.5K | <0.01% | -87.0% |
| 487 | CENTRAL#487 · 1,596 sh | 1,596 | $55.1K | <0.01% | +0.9% |
| 488 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#488 · 1,521 sh | 1,521 | $52.5K | 0.00% | +36.3% |
| 489 | DUNCKER STREETT#489 · 1,500 sh | 1,500 | $51.8K | <0.01% | 0.0% |
| 490 | Colonial / SC#490 · 1,500 sh | 1,500 | $51.8K | <0.01% | 0.0% |
| 491 | Quintet Private Bank (Europe) S.A.#491 · 1,500 sh | 1,500 | $51.8K | — | New |
| 492 | GROUP ONE TRADING, L.P.#492 · 1,455 sh | 1,455 | $50.3K | <0.01% | New |
| 493 | Parkside Financial Bank#493 · 1,448 sh | 1,448 | $50.0K | — | +260.2% |
| 494 | Planning Strategies#494 · 1,365 sh | 1,365 | $47.1K | — | — |
| 495 | RICHARDSON FINANCIAL SERVICES#495 · 1,360 sh | 1,360 | $47.0K | 0.03% | 0.0% |
| 496 | True Wealth Design#496 · 1,337 sh | 1,337 | $46.2K | — | +138.3% |
| 497 | Graticule Asia Macro Advisors#497 · 1,296 sh | 1,296 | $44.8K | <0.01% | New |
| 498 | VISION FINANCIAL MARKETS#498 · 1,275 sh | 1,275 | $44.0K | — | 0.0% |
| 499 | Versant Capital Management#499 · 1,268 sh | 1,268 | $43.8K | — | +45.6% |
| 500 | FIRST HORIZON NATIONAL#500 · 1,262 sh | 1,262 | $43.6K | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.